The Stephen and Kevin Show

Oechsli's Financial Advisor Marketing Insights

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#91: The Affluent's Response to LinkedIn Messages

Posted August 16, 202100:16:00

One of the questions that financial advisors ask us the most is "Do the affluent respond to LinkedIn messaging outreach?"

We've done the research,...

#90: Podcasting Best Practices

Posted November 13, 202000:32:15

Are you a financial advisor interested in getting started with podcasting?

If so, you’re in the right place. In episode 90, Kevin Nichols interviews...

#89: The Digital Introduction

Posted August 20, 202000:18:30

In this episode of The Stephen and Kevin show, we discuss how financial advisors can proactively generate personal introductions digitally, by way of...

#88: Prospecting in Volatility

Posted March 27, 202000:11:08

In the newest episode of The Stephen and Kevin show, we discuss how financial advisors can market themselves in volatile times. It takes a careful blend...

#87: 10 Ways to Incorporate Video into Your Practice

Posted March 27, 202000:14:40

There’s no doubt that the future is video, but when most financial advisors think of video they typically just consider one application – education....